-38.5%
LBRT vs PLTU
+90.0%
-128.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -19.6% | +5.9% | -11.7% |
| 7D | -34.8% | -39.1% | +4.3% | -31.5% |
| 30D | -43.6% | -37.6% | -6.0% | -41.0% |
| 3M | -41.2% | -12.7% | -28.5% | -40.8% |
| 6M | -66.1% | +1.7% | -67.8% | -67.2% |
| YTD | -37.9% | -48.8% | +10.9% | -36.1% |
| 1Y | -33.9% | -56.2% | +22.3% | -31.0% |
| All | -38.5% | +90.0% | -128.5% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling